Bitrix24 Community

Bitrix API, Documentation

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 09/08/2017 20:20:19 [QUOTE]Dan Tilley wrote: Is the workgroup lists function exposed in the API? [/QUOTE] Hi! At the moment, specific documentation is not yet available.
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Bitrix API, Documentation

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 09/08/2017 20:14:50 [QUOTE]B24_14423913 wrote: my MailChimp API and gives an error message: ERROR_CORE: Name is not specified. (400) [/QUOTE] Hello! Please, contact our [URL=https://helpdesk.bitrix24.com]HelpDesk[/URL] with this query. Thank you! Regards, Nick
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Cannot login to my second Bitrix24 account, It keeps defaulting to the same Bitrix24 company and I cannot login to the other Bitrix24 company I have set up

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 09/08/2017 20:09:07 Hello! Please try to use the browser in an incognito mode, or try to login from a different computer to just check, if your account is still active. Otherwise, please contact our HelpDesk for more instructions. Regards, Nick
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How to unhide a field, Accidentally removed/hid a field and found no way to make it visible again

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 09/08/2017 20:05:33 Hello! Try to reset settings in CRM form. Please, see the screenshot below: Regards, Nick
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Office 365 Calendar Integration?

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 09/08/2017 19:57:34 Hello! At the moment, there are no immediate plans for this feature. Regards, Nick
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New contact field

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 09/08/2017 19:35:34 Hello! To get a checkbox list for a CRM entity, please go to CRM > More > Settings >Form and Report Settings > Custom fields > Add field and proceed with selecting Type: List and Design: Checkbox. Then go to a second tab on the same page and name the number of required lines on the checkbox. Please, see the screenshots for the details: Regards, Nick
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Gantt Diagram problem with export to XLS

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 09/07/2017 12:32:28 Hello, Paul! Our developer team have looked into this issue and the update with this feature will be included into the next upcoming update that will be released soon. Sorry for any inconvenience. Let us know, if any other problems with export persist. Regards, Nick
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CRM: adding custom fields

Nick Obydennov

Administrator

Posts: 71 Joined: 07/10/2017

09/05/2017 18:38:53

[QUOTE]F K wrote:
In "Deals" you can select to see the contact/company name but you cannot select to see contact/company detailed info (like phone number/email) directly fr om "Deals" list and also exporting this info...

My scenario:
I need to send communication to all contacts that are in a different stage of deal process... If i go to the "Deals" list i would like to export it and have an option to see, not just contact name, but also contact phone number and email. So i can copy/paste the mail list of all contacts in that stage etc...
[/QUOTE]

Hello! Unfortunately, presently there is no workaround for this scenario, since display of additional contact phone number and email in the Deals list is not available in Bitrix24 at the moment.

Regards,

Nick

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Goal measurement for Open channel Chat Message in Google Analytics, Any idea how to measure live chat messages event actions to set up as goals in google adwords, analytics and tag manager?

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 09/04/2017 19:46:35 Hello! Thank you for this interesting idea. At the moment such feature is not available in Bitrix24, but we do think about such functionality. Regards, Nick
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Calee busy always, "Calee is presently a diferent call" this message we receive for all leads. I dont know how to sort the issue

Nick Obydennov

Administrator

Posts: 71 Joined: 07/10/2017

09/04/2017 19:30:13

Thank you for your inquiry. As part of our anti-fraud measures, outbound calls can be blocked for some locations. To unblock outbound calls, your account needs to be verified. Please kindly provide my colleagues with the following details:

-- Bitrix24 account URL you wish be verified: (e.g. [URL=https://company.bitrix24.com/]https://company.bitrix24.com[/URL])
-- Are you the account owner? YES / NO
-- Your full name:
-- Your direct mobile number: (this number will be used for voice or SMS verification)
-- Your current location: (city, state, country)
-- Locations of your calling agents who use your Bitrix24 account: (if different from your location)
-- Scanned copy of your ID: (driver's license or passport)
-- Proof of residency: (any of the following containing your name and your current address: utility bill, cable bill, landline phone bill; housing lease or contract; mortgage statement or bank statement; vehicle insurance certificate)

IMPORTANT: This information should be submitted via [URL=sales@bitrix24.com]email[/URL], along with your support ticket number.

We appreciate your understanding.

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Automatically relate an Activity to a Company and a Contact, to which a Deal is related to, If an Activity is related to a Deal, automatically relate an Activity to a Company and a Contact

Nick Obydennov

Administrator

Posts: 71 Joined: 07/10/2017

09/04/2017 19:17:53

Hi! You can try to implement [URL=https://helpdesk.bitrix24.com/open/6034947/?sphrase_id=58953677]Business Processes[/URL]. Please, contact a Bitrix24 [URL=https://www.bitrix24.com/partners/]Partner[/URL] for any assistance you may require for configuring Business Processes.
Also, you may check our [URL=https://www.youtube.com/watch?v=YyNUbkX9aCs]Bitrix24 Business Processes & Workflow Automation Webinar[/URL] for additional details.

Regards,

Nick

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Create CRM Entities from Social Networks, Create Leads/Companies/Contacts/Deals Facebook/Twitter/LinkedIn/Medium

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 09/04/2017 19:12:25 Hello! Thank you for the proposed feature. You can create leads with [URL=https://helpdesk.bitrix24.com/open/2486599/?sphrase_id=58693805]Facebook integration[/URL] via Open Channels; At the moment, integration with LinkedIn is still not available due to their policy and restricted API. Best regards, Nick
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Use Workgroups/Projects as an umbrella for more Entities, Relate Deals/Quotes/Invoices to Projects

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 09/04/2017 19:11:23 Hi! We are planning to combine CRM + Workgroup/Projects entities in our next release. Please stay tuned for further details. Regards, Nick
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Deal Template

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 09/04/2017 19:07:33 Hi, Valentin! You can use [URL=https://helpdesk.bitrix24.com/open/1332421/?sphrase_id=58952243]Save preferences for all users[/URL] option inside a deal. Regards, Nick
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Custom fields for Catalog/Products

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 09/04/2017 19:01:21 Hello, Luigi! At the moment, there are no definite plans for this feature. Regards, Nick
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Questions email privacy - group, email group user privacy task

Nick Obydennov

Administrator

Posts: 71 Joined: 07/10/2017

09/04/2017 18:54:34

Quote
B24_14114621 wrote: does Bitrix24 now integrate with Quickbooks Online?

Hello! At the moment, we can inform you that integration with Quickbooks Online is in development and testing stage; it will be available sometime later in the fall of this year. Stay tuned!

Regards,

Nick

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Permissions problem on tasks, User is unable to comment on or update task

Nick Obydennov

Administrator

Posts: 71 Joined: 07/10/2017

09/01/2017 20:02:09

Please check, whether this new user is a full-fledged invited user on your account. Please go to "Company" main menu tab>Employees> Invited, Employees menus. Also, it is possible that this task may be attached to a CRM entity, such as Lead, Contact, etc., then your user should have [URL=https://helpdesk.bitrix24.com/open/1332384/?sphrase_id=58810991]CRM Access Permissions[/URL] granted to him/her.
If access problem still persist, please submit a detailed query to our [URL=https://helpdesk.bitrix24.com/]HelpDesk[/URL] for further investigation.

Regards,

Nick

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Expand all parent tasks in the task view., How to expand all subtasks in the task view?

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 09/01/2017 20:00:06 Hi! If you have chosen "Group Subtasks" option in the "cog" settings near "New Task" blue button, then a small "+" symbol will appear near to the parent task, which will allow you to expand the view, showing all subtasks of a particular parent task. At the same time, you can unselect the "Group Subtasks" option to remove the subtask grouping altogether. Regards, Nick
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Parent task automatically start and end according to the subtasks?, I would like to use the parent-sub tasks hierarchy to manage the timeline. Is there a way that the parent task will automatically be adjusted according to the earliest start time and latest end time of all subtasks? Thank you!

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 09/01/2017 19:58:59 Hello! At the moment, the subtasks have a subordinate function only and cannot affect the parent tasks. We are aware of this issue, it is being developed. Regards, Nick
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MailChimp intgration, Seems very basic. Am I missing something?

Nick Obydennov

Administrator

Posts: 71 Joined: 07/10/2017

09/01/2017 19:56:06

Hello! You are correct, the sync of new MailChimp subscribers with your Bitrix24 account is not available in free MailChimp/Bitrix24 app. To get a full two-way integration between Bitrix24 and Mailchimp (with manual and automatic sync capability), you can subscribe for the extended version of "MailChimp mailer — integration with Bitrix24" (you can find the link for this subscription inside your Bitrix24 account, in the MailChimp mailer).

Regards,

Nick

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Total time for Projects within the Project, Is there a way to see what the total time spent on the project without running a report.

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 08/30/2017 11:53:03 Hello! Unfortunately, we do not have any of the options to show total time for Projects at this moment. However, Time tracking and billable hours features are expected to be released this fall. Regards, Nick
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CRM -- contact available to everybody -- access permissions, Is there a way to really make a contact available to everybody?

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 08/30/2017 11:52:18 Hello! You have to make sure that this employee has an appropriate CRM role configured with the access to Leads at CRM > More > Settings > Permissions > Access Permissions >. Also this employee should have access to [URL=https://helpdesk.bitrix24.com/open/1945065/?sphrase_id=58691793]Business Tools[/URL]. Regards, Nick
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Remove completed items from daily task list, The daily task list is cluttered with completed items

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 08/30/2017 11:50:44 Hello! At present, there is no other way to remove tasks from the daily plan in bulk, only to activate "Remove from daily plan" option. Thank you for the suggestion! Regards, Nick
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How an IP PBX / VoIP Phone System Works?

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 08/30/2017 11:49:43 Hello! Aside from the options listed above, unfortunately, we cannot recommend any brand of softphones for purposes of staying vendor-independent. Regards, Nick
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Expenses that can be added to companies in CRM

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 08/30/2017 11:45:34 Hello! Billable options feature for Tasks is expected with this falls release. Please, stay tuned! Regards, Nick
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Product customization plugin

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 08/30/2017 11:44:59 Hello! 1. You can try to use custom fields for CRM forms. 2. We are working on new E-commerce options that will be available later this year. Regards, Nick
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Translation Open Channel Text, I need to translate this part to portuguese: Our team of skilled professionals is here to help!

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 08/29/2017 13:55:39 Hello! We are planning to do Portuguese localization for this Open Channel text in the near future. Thanks! Regards, Nick
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Responsible Person in Gantt Chart

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 08/29/2017 13:51:05 Hi! Please, try to use [URL=https://helpdesk.bitrix24.com/open/4726687/]Task involvement[/URL] to manage persons that are responsible for tasks. Regards, Nick
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Add comments or messages in leads/deals

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 08/29/2017 13:47:12 Hello! You can try to use such activities as call, meeting, or email, as well as Task module (where you can add CRM records) and then commenting this Task. Regards, Nick
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Upload file with Web Form or CRM Form

Nick Obydennov

Administrator

Posts: 71 Joined: 07/10/2017

08/29/2017 13:35:20

Hello! if you want to attach a file to a Web Form, first you need to create a custom field with type 'file' at the following path: CRM > More > Settings > From and Report Settings > Custom Fields for a CRM entity you need (for example, Lead), and then select this field when choosing entity for your Web Form. Important: when client fills in such field, the attached file can be found in the form of a created Lead.

Regards,

Nick

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adding event doesn't add to calendar

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 08/29/2017 13:13:34 Hello! Please be advised that CRM event serves as a method of adding the data into CRM history - e. g. an old email, information item, an offer. Thank you for pointing out these specifics, they will be helpful for future releases. Regards, Nick
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Permissions problem on tasks, User is unable to comment on or update task

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 08/29/2017 13:09:36 You can also check if this user has an access to [URL=https://helpdesk.bitrix24.com/open/1945065/?sphrase_id=58659545]Business Tools[/URL]. Remember, Bitrix24 free & Plus plan subscribers have limited access to Business Tools: Free plan: 12 users can access business tools; Plus plan 24 users can access business tools. Regards, Nick
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Files / Folders not synchronizing correctly

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 08/29/2017 13:05:15 Hi! When contacting our [URL=https://helpdesk.bitrix24.com/ticket.php]Helpdesk[/URL], also, please, attach Desktop App logs to your query. Regards, Nick
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Assigning preset probabilities for deal's stages, I want the probability to be automaticly filled as you go through the deal's stages

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 08/29/2017 12:59:16 Hello! Indeed, the probability value changes at the moment, when a deal goes through a stage. Please contact our Partners/Resellers to get more details on how to set up Business Process that govern this action. Regards, Nick
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Android App Settings

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 08/01/2017 18:35:23 Hello! At the moment, this application is not available in our Marketplace. However, our REST API is available and you can read about how new apps can be added in this article [URL=https://helpdesk.bitrix24.com/open/1332445/?sphrase_id=57128605]https://helpdesk.bitrix24.com/open/1332445/?sphrase_id=57128605[/URL] Regards, Nick
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Mailigen API Key Issue, Impossible to add Key generated via Mailigen

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 08/01/2017 18:33:15 Hello! Please contact the developers of Mailigen at [URL=https://www.bitrix24.com/apps/?app=mailigen.bitrix24#support]https://www.bitrix24.com/apps/?app=mailigen.bitrix24#support[/URL] Regards, Nick
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Desktop App will not load

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 08/01/2017 18:30:52 Hello! Please submit a detailed [URL=https://helpdesk.bitrix24.com/ticket.php?ID=0]bug report[/URL] with screenshots. Regards, Nick
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Google Calendar Sync problems, After coneccting Google calendar, it does not appear on my calendars

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 08/01/2017 18:28:15 Hello! Please check, if you have followed all the steps for connecting the Google calendar. Take a look at this article [URL=https://helpdesk.bitrix24.com/open/1332400/]https://helpdesk.bitrix24.com/open/1332400/[/URL] Regards, Nick
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Notification Takethrough, Added feature to utilise notifications

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 08/01/2017 18:22:42 Hello! Thank you for your suggestion. Regards, Nick
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Traditional Chinese Language support

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 08/01/2017 18:21:25 Hi! Both language packs for Bitrix24 On-Premise are not available at the moment. Regards, Nick
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Can't install application on Bitrix24 Self-hosted

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 08/01/2017 18:19:26 Hello! Please contact the developers of Mailchimp, contact details can be found here: [URL=https://www.bitrix24.com/apps/?app=artdepo.mailchimpbx24#support]https://www.bitrix24.com/apps/?app=artdepo.mailchimpbx24#support[/URL] Regards, Nick
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BIG Problems with Mails and subtasks (not working), our trial is a disaster. no help from bitrix

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 08/01/2017 18:15:28 Hello! Please, send the number of your Helpdesk ticket to [URL=nick.obydennov@bitrix24.com]this address[/URL]. Regards, Nick
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Weekends with events

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 08/01/2017 17:57:27 Hello! You can do that in the account administrator mode, by going to your account, Calendar tab > Settings (near the + Add Event button), and exclude the weekends in the settings. Regards, Nick
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Permissions problem on tasks, User is unable to comment on or update task

Nick Obydennov

Administrator

Posts: 71 Joined: 07/10/2017

08/01/2017 17:56:36

Hello!

It is possible that the you have created a group with a task assigned to a user in it. But the access rights within this group are not configured correctly and this user does not have access to this task. To correct it, please go to Workgroups > More > Edit Settings > Tasks

Also, take a look at this article for additional details: [URL=https://helpdesk.bitrix24.com/open/1353474/?sphrase_id=57474201]https://helpdesk.bitrix24.com/open/1353474/?sphrase_id=57474201[/URL]

Regards,

Nick

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Worktime - Needs some development, Worktime feature is awsome but some urgent development work needed

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 08/01/2017 17:43:28 Hello! Please check your subscription plan, it is possible that you do not have a Professional plan (which is required for Time Management feature), or your previously enabled 30-day Trial Professional plan has expired. Regards, Nick
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Multiple supervisors per department

Nick Obydennov

Administrator

Posts: 71 Joined: 07/10/2017

08/01/2017 17:41:59

Hello! At the moment, multiple supervisors are not available in Bitrix24. Each Bitrix24 department can have only one supervisor. As for Company's top level supervisor - you can appoint only one user as top department supervisor. If you company have a "board of directors" type of management - these directors can be located in the top company's department without department head appointed.

Regards,

Nick

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How to get rid of those annoying Chatbots?

Nick Obydennov

Administrator

Posts: 71 Joined: 07/10/2017

07/27/2017 16:10:56

Hello, Jean! Our Chat Assistant is available for first 30 days in Free Subscription Plan. At the moment, this chat bot is an introductory feature which cannot be disabled manually, but is automatically switched-off after the above mentioned 30-days Free Plan period expires.
The reason for this chat is to have a quick response by real people - consultants, who help familiarize users with the product, free of charge.
Apologies for any inconvenience and misunderstanding: your feedback is taken into account! I will inform our developers about it.

Regards,

Nick

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Problem with the Open Channels and CRM

Nick Obydennov

Administrator

Posts: 71 Joined: 07/10/2017

07/25/2017 19:43:12

Hello, Tyler!

1. The issues here is likely that you have not configured the settings of your Open channel or Widget
For Open Channel configuration, please see this [URL=https://helpdesk.bitrix24.com/open/2486723/?sphrase_id=57029001]https://helpdesk.bitrix24.com/open/2486723/?sphrase_id=57029001[/URL]

Here is the settings of your Open Channel:

2. Open Channel and Website Widget working hours: the issue here, is that they may overlap and the message can be sent in a wrong time. Go to CRM -> More -> Widget edit and Open Channels -> Edit -> Working Time Preferences

You need to make sure work hours are set properly up in the widget AND in the Open Channel.

Go to CRM -> More -> Widget edit for widget hours

Go to Open Channels -> Edit -> Working Time Preferences for Open Channel work hours

3. Translation of Website Widget. You can translate the Widget by going to CRM > More > Website widget > Edit as shown at the screenshot below. The details on how to configure the Widget are listed at this article: https:// helpdesk.bitrix24.com/open/4112659/?sphrase_id=57029385

The greeting message can be edited as well:

Unfortunately we do not support Bulgarian, please contact our local partners.

4. Search by product. The only place you can search products is in CRM. You need to go to CRM tab -> Product -> Filter search.

5. Please read the information on how to work with leads and which sources are available for automatic capturing: [URL=https://helpdesk.bitrix24.com/open/1395562/?sphrase_id=57030209]https://helpdesk.bitrix24.com/open/1395562/?sphrase_id=57030209[/URL]

Let me know if this helped or not!

Regards!

Nick

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How do I access the 30 days free support on a new free account?

Nick Obydennov

Administrator

Posts: 71 Joined: 07/10/2017

07/25/2017 18:00:29

Hello! If you are taking advantage of any of our commercial subscriptions or are using 30-day trial of Cloud Professional Plan you can use Bitrix24 Support Online Chat as well as available Helpdesk support via tickets. Both can be accessed here, in our Support section at this page https://helpdesk.bitrix24.com/ticket.php

You can sign up for a free Bitrix24 Cloud Professional Plan trial inside your free Bitrix24 account under Subscription > Activate Trial

Please note that free 30-day assistance is not available in all markets at the moment.

Regards,

Nick

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Zapier Integration, Integrate with Zapier for connection with other tools

Nick Obydennov Administrator Posts: 71 Joined: 07/10/2017	# 07/25/2017 14:54:44 [QUOTE]Aishwarya Chaturvedi wrote: Has the Zapier app been taken down?[/QUOTE] Hello! Please contact the app developer directly at [URL=mailto:app@b24.io]app@b24.io[/URL]. Thanks! Regards, Nick
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